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Old Mission Investment Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Old Mission Investment Co’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.19M Buy
35,000
+192
+0.6% +$26.3K 1.08% 19
2026
Q1 		$4.33M Buy
34,808
+310
+0.9% +$39.4K 1.01% 20
2025
Q4 		$4.15M Sell
34,498
-1,347
-4% -$161K 0.99% 22
2025
Q3 		$4.26M Buy
35,845
+206
+0.6% +$23.7K 1.04% 22
2025
Q2 		$3.89M Sell
35,639
-1,183
-3% -$122K 1.06% 19
2025
Q1 		$3.85M Sell
36,822
-61
-0.2% -$6.88K 1.15% 19
2024
Q4 		$4.25M Sell
36,883
-398
-1% -$47.5K 1.27% 14
2024
Q3 		$4.36M Sell
37,281
-655
-2% -$74K 1.33% 16
2024
Q2 		$4.05M Sell
37,936
-81
-0.2% -$8.67K 1.31% 17
2024
Q1 		$4.2M Sell
38,017
-204
-0.5% -$21.7K 1.4% 14
2023
Q4 		$4.14M Sell
38,221
-78
-0.2% -$7.52K 1.45% 14
2023
Q3 		$3.61M Buy
38,299
+177
+0.5% +$17.7K 1.4% 16
2023
Q2 		$3.8M Buy
38,122
+294
+0.8% +$28K 1.41% 15
2023
Q1 		$3.66M Buy
37,828
+1,184
+3% +$118K 1.43% 14
2022
Q4 		$3.47M Buy
36,644
+2,151
+6% +$206K 1.47% 14
2022
Q3 		$3.01M Sell
34,493
-1,091
-3% -$106K 1.41% 15
2022
Q2 		$3.29M Buy
35,584
+187
+0.5% +$18.6K 1.44% 16
2022
Q1 		$3.82M Sell
35,397
-36
-0.1% -$3.88K 1.42% 16
2021
Q4 		$4.06M Buy
35,433
+76
+0.2% +$8.66K 1.47% 15
2021
Q3 		$3.86M Buy
35,357
+1,322
+4% +$146K 1.56% 16
2021
Q2 		$3.85M Buy
34,035
+190
+0.6% +$21.2K 1.58% 16
2021
Q1 		$3.67M Buy
33,845
+1,103
+3% +$115K 1.71% 15
2020
Q4 		$3.01M Sell
32,742
-2,735
-8% -$225K 1.58% 14
2020
Q3 		$2.49M Sell
35,477
-17,285
-33% -$1.24M 1.49% 17
2020
Q2 		$3.6M Sell
52,762
-5,869
-10% -$371K 2.53% 14
2020
Q1 		$3.29M Buy
58,631
+4,278
+8% +$319K 3.1% 11
2019
Q4 		$4.56M Sell
54,353
-513
-0.9% -$41.3K 4.09% 10
2019
Q3 		$4.27M Buy
+54,866
New +$4.25M 4.07% 10

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Old Mission Investment Co's IJR Position: Q2 2026 in Review

Old Mission Investment Co increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.55% in Q2 2026, buying an estimated $26.3K and bringing the position to 35,000 shares worth $5.19M. The position accounts for 1.08% of the portfolio, ranked #19.

Old Mission Investment Co first reported a position in IJR in Q3 2019 and has held it in 28 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Old Mission Investment Co held 35,000 shares of iShares Core S&P Small-Cap ETF worth $5.19M as of Q2 2026.
  • Old Mission Investment Co bought 192 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26.3K.
  • iShares Core S&P Small-Cap ETF made up 1.08% of Old Mission Investment Co's portfolio in Q2 2026, its #19 holding.
  • Old Mission Investment Co first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.